Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap

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By Samantha Compton This month, we will complete our closer look at Financial Principle #5: Protect the Income, Grow the Rest. This is the final article in this...

Staging Your Retirement Picture

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By Maggie Murphy      Before taking a family photo, time is devoted to staging the event: Outfits, landscape, symmetry, etc. These same principles can be applied to staging your retirement...

Are You Ready to Invest? An Interview with UBS’s Carey Shuffman – Part 1

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By Carrie Sheffield Women often say they don't feel confident investing their own money. Smart Women Smart Money spoke with Carey Shuffman, head of the Women's Strategic Client...

5 Principals to Successful Investing in 2020……. and beyond!

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"Studies show, decisions made with both a rational and emotional perspective give balanced and well-reasoned decisions." By Dini Harris, Harris Financial Services The economy, for better or worse, is...

Principles of Financial Planning Series: Setting a Budget for Retirement — How Much Should...

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By Samantha Compton This month, we’re continuing to look at Financial Principle #5: Protect the Income, Grow the Rest, with a closer look at how to estimate your...

Interview with Personal Finance and Investing Expert Jo Ann Skousen

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The year 2022 officially brought recession, but don't worry, Smart Women Smart Money has your back. Check out our Q&A with the brilliant Jo Ann Skousen, mother...

Exploring Generations Part 3: Budgeting, Saving, and Spending

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By Naomi Livingston Why does your Baby Boomer mother not want to discuss finances with you? Why is your Gen Z niece always following the latest social media...

Principles of Financial Planning Series: Protect the Income, Grow the Rest

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By Samantha Compton This month, I’m introducing the last principle in this series, Financial Principle #5: Protect the Income, Grow the Rest.  This principle will be most relevant...

Are You Ready to Invest? An Interview with UBS’s Carey Shuffman – Part 2

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By Carrie Sheffield Women often say they don't feel confident investing their own money. Smart Women Smart Money spoke with Carey Shuffman, head of the Women's Strategic Client...

Principles of Financial Planning Series: Taxes and Inflation in Your Long-Term Planning

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By Samantha Compton This month, we’ll continue our focus on Financial Principle #4: Don’t Let Your Portfolio Take a H.I.T. (Healthcare, Inflation, Taxes) as well as the Growth...
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